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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,993 | $79,045+22.7% | $100,378-3.4% | $74,429+30.3% |
| Participation rate | 98.1% | 79.4%+18.7pp | 81.5%+16.6pp | 67.2%+30.9pp |
| Annual return | 15.24% | 20.61%-5.4pp | 49.41%-34.2pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $10,154 | $3,015+236.8% | $3,942+157.6% | $2,625+286.9% |
| Participant deferral / active EE | $28,872 | $7,751+272.5% | $8,087+257.0% | $4,348+564.0% |
| Admin fee / account holder | $10 | $1,335-99.2% | $7,899-99.9% | $1,944-99.5% |